Service clients
Use the portal to review progress, approve work, retrieve current files, check invoices, and keep important communication in context.
Concept Preview
Fictional sample dataClient Portal Overview
Website refreshBrand systemQ3 campaign
Project status · 68%
| Milestone | Owner | Status |
|---|---|---|
| Content review | Client | Due Thu |
| UI approval | Team | Done |
| QA pass | Team | Queued |
Who This Dashboard Is For
Design for occasional users first. Clients should not need training to find the current state or next required action.
Project and account managers
Use the shared view to set expectations, surface decisions, and reduce repeated status requests without exposing internal noise.
Delivery teams
Use client-visible milestones and approval states to coordinate handoffs while keeping internal tasks and private notes separate.
KPIs and Data
Portal metrics should describe delivery clarity and obligations. Avoid importing internal productivity measures that do not help the client act.
Milestone completion
- What it measures
- Completed client-visible milestones divided by the milestones in the agreed project plan.
- Why it belongs
- It gives the client a stable view of progress without requiring them to interpret every internal task.
- How to present it
- Use a progress indicator with completed, current, and upcoming milestones. Show dates and status text, not only a percentage.
Items awaiting approval
- What it measures
- Deliverables or decisions currently assigned to the client for review.
- Why it belongs
- Approval work is often the most important next action and can directly affect the schedule.
- How to present it
- Show a count plus a short queue with item, due date, requested decision, owner, and a clearly labeled action.
Open client requests
- What it measures
- Unresolved questions or requests that are visible to and relevant for the client.
- Why it belongs
- The count helps both sides see whether communication is being converted into tracked work.
- How to present it
- Group by waiting-on-client and waiting-on-team. Include age and latest response rather than showing one undifferentiated total.
Invoice status
- What it measures
- The current state of issued project invoices, such as draft, sent, due, paid, or disputed.
- Why it belongs
- Billing context belongs in the portal when it helps the client confirm obligations and retrieve records.
- How to present it
- Show amount, issue date, due date, status, and document link. Payment actions must route through a secure billing service.
Recommended Layout
Start with the selected project and its next action, then organize supporting communication and documents around that context.
Project switcher and summary
Place the active project, owner, health note, milestone progress, and next deadline at the top.
Milestones and approvals
Use the main panel for completed, current, and upcoming stages plus decisions awaiting the client.
Messages and files
Keep recent conversation and current documents in a secondary panel with timestamps and clear version labels.
Invoices and support
Place billing records and help access below the project work so financial information is easy to find but not dominant.
Features and Components
Every component should make state, ownership, and visibility boundaries obvious.
- A project selector that preserves the selected client and prevents accidental cross-client context.
- Milestone and approval cards with owner, date, status, and requested action.
- A version-aware file list with descriptive names, upload date, size, and access state.
- A message inbox or thread view tied to the relevant project or deliverable.
- Invoice records that link to a secure billing or document service rather than simulating payment.
Mistakes to Avoid
Trust erodes quickly when a portal exposes the wrong information or makes its status harder to understand than email.
- Copying the internal board.Translate internal tasks into client-visible outcomes instead of exposing every subtask, experiment, and private note.
- Using ambiguous status labels.“In progress” needs an owner, next milestone, expected date, and any action blocking movement.
- Mixing client boundaries.Frontend filtering is not tenant isolation; every file, message, project, and invoice requires server-side authorization.
- Pretending actions are complete.Uploads, approvals, messaging, and payments need durable services, confirmation, audit history, and failure handling.
VibeCodePack Missions Used
These exact feature titles were verified in the inspected VibeCodePack source files. The mapping recommends a frontend mission combination; it does not expose the private instructions inside those files.
Project Management Kanban Board with Task Cards
Provides a source pattern for client-visible work stages and deliverables.
Interactive Gantt Chart with Drag-and-Drop Scheduling
Maps to a milestone timeline, with schedule changes gated by real persistence and permissions.
Interactive Messaging Inbox with Read Receipts
Supports project communication when connected to a real messaging service.
Profile Update Form with Avatar Upload and Crop
Provides account-profile UI while identity, storage, validation, and authorization remain external.
Minimalist Invoice Template with Print/Download Options
Creates a readable invoice-document presentation from validated billing data.
User Notification Center with Categorized Alerts
Organizes approvals, milestones, messages, files, and billing notices.
Sidebar with Integrated User Dashboard Widgets
Supplies portal navigation and compact project context across client-facing views.
Build This Dashboard With Claude Code
Define the tenant boundary, client-visible project model, approval rules, file permissions, message retention, and billing handoff before building. Give Claude Code bounded missions for navigation, milestones, approvals, files, messages, invoices, and notifications. Test each view with multiple clients and restricted roles.
VibeCodePack structures frontend work; it does not provide secure authentication, tenant isolation, file storage, messaging delivery, payment processing, or audit records. Those capabilities must be designed and verified in the application backend.
VibeCodePack supports structured frontend dashboard and UI workflows. Your project must separately provide and validate production databases, APIs, authentication, payments, permissions, live data, and backend services.
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